Mutual funds

Thomson Reuters announced the launch of a powerful new tool that supports investment professionals’ need for tighter integration between macroeconomic research and fundamental analysis.

The Money Management Institute (MMI) has hired data management vendor Coates Analytics to help the Institute in an initiative to compile the sales, distribution and other information of its broker-dealer sponsors and money managers—all on one system.

Should the stock market turn solidly bullish, small-cap stocks could be poised for good returns. But small caps are generally more volatile and less widely analyzed than large-cap stocks, making some planners and their clients leery of the sector. Craig Hodges, portfolio manager of the Hodges Small Cap Fund, talked to Financial Planning about his views on where small caps are going and how advisors might approach investing in them.

Floating Ideas on Where the Buck Stops

Target-date series assets, as well as the number of target-date series, have doubled in recent years.

More than six in 10 advisors predicted market gains greater than 5%, a sentiment that has increased from just three weeks ago.

50% of Money Market Clients Fear NAV Fluctuation; Fixed-Income ETPs Experience Record Inflow; Vanguard Targets Gen Y Looking to Retire in 2060

The 30th Annual National Investment Company Service Association Conference and Expo opens today, with the intent of helping fund companies learn how to be "Engaging Investors in a Hyper-Connected World.''

Following ProShare Advisors LLC roll out last month of the first 30 year breakeven inflation ETFs, the company now offers a 10 year version.

Less than half of Generation X and Y investors plan to contribute to their Individual Retirement Account (IRA) funds for the 2011 tax year, according to new survey results published by T. Rowe Price.

At the end of last year’s fourth quarter, the average 401(k) balance was up almost 8% from the prior quarter, to $69,100. Fidelity Investments president of workplace investing, James M. MacDonald, called these results “encouraging.”

A recent MFS Investment Management survey reveals that the past few years of economic uncertainty continue to take their toll on younger investors’ confidence in their retirement plans.

Credit Suisse said its Wealth Management clients contributed net new assets of $4.4 billion in the fourth quarter, even as its investment banking business took a steep plunge that led to a loss for the company as a whole.

Trading is tough. Managing the results is tougher. Who wants to be bothered with administration? Here’s what to do if you want to outsource that.

These products set a new global monthly record of $9.1 billion of inflows in January 2012, soundly besting the previous record of $6.7 billion of inflows set in January 2009, according to BlackRock.

U.S. equity funds took a beating the week ended Wednesday, February 1, losing an estimated $1.8 billion in investor flows, according to statistics released today by the Investment Company Institute.

Fidelity Investments has warned regulators that more than half of its money-fund clients would move some or all of their assets out of the investments if the net asset value of the funds were allowed to fluctuate.

With a projected valuation of as much as $100 billion, Facebook’s imminent IPO may portend great things for social media. But many planners feel less bullish about its prospects for delivering investment returns.

Participants in employer-sponsored retirement plans are hungry for investment guidance and willing to use automatic enrollment features to achieve their goals, according to results of a survey of changing attitudes toward retirement readiness by State Street Global Advisors.

Alternative assets. Alternative styles. Absolute return.Those are the three bases of John Hancock Mutual Funds newly launched effort to set itself apart as, in itself, an alternative to larger mutual fund creators, marketers and managers.